Caponi Financial
Other - Etobicoke, ON, CA
Caponi Financial Employees
Caponi Financial Details
Caponi Financial is a leading edge insurance, benefits consulting, pension advisory and financial planning firm composing of credentialed employees committed to excellent client-service with an added personal touch.This family business was incorporated in Ontario and has served both individual and group clients in Canada and the U.S. for over 42 years. Using the principles of NEED – LIKE – AFFORD we tailor make solutions unique to each client's needs.The principal salespersons are Dennis Caponi, Sr., Dennis Caponi, Jr., Sheri Plowman, Thomas Caswell and Brian McDonough.That is, we provide insurance and financial services using a formula which first, through a fact finding process, finds out what the client's NEEDS are, second, what products are available and which one does the client LIKE and thirdly, tailor make a portfolio or products to match the client's pocketbook - AFFORD.
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